Currently the customer merge functionality in MAS does not merge the accounts in SageCRM as well. The process to merge them in CRM is very clunky. Pull up the customer that no longer exists in MAS, merge it with the customer that is still in MAS, then relink the customer in CRM back to the customer in MAS as the link is lost in the CRM merge process. Having to complete this process as well as the MAS merge increases the time required to merge customers significantly.

by: Nathan P. | over a year ago | Sales & Distribution